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HOME  -  CLIENT PORTAL

CLIENT PORTAL

CLIENT PORTAL & CRM FEATURES

We don’t just prepare taxes—we give you a better way to manage them.

Secure Client Portal

  • Upload tax documents anytime

  • Review and e-sign your return

  • Track your filing status in real time

  • 24/7 access from desktop or mobile

Built-In Communication

  • Message your tax pro directly
    Get reminders and updates automatically

  • Schedule calls or Zoom meetings in a click

CRM Dashboard

  • Keep your personal/business info up-to-date

  • View past filings and documents

  • Request services and status updates easily

💡 Everything is centralized, encrypted, and streamlined—so your tax season is always in control.

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